• Work Programs
  • Work Programs Menus
  • Work Program Columns
  • Work Program Document Properties
  • Copying Work Programs
  • Creating New Work Programs
  • Comparison dialog
  • Adding new procedures
  • Import Procedure Dialog
  • Adding new sub procedures
  • Adding procedures from the content library
  • Importing procedures
  • Editing Existing Procedures
  • Assigning procedures
  • Deleting procedures and sub procedures
  • Reviewing deleted procedures
  • Associating a risk to a procedure
  • Reallocating assigned procedures
  • Sorting procedures and sub procedures
  • Completing Work Program Procedures
  • Creating and Deleting Documents and Folders
  • Updating the Engagement File for Content Updates
  • Checking for Updates within a Work Program or Checklist
  • Check for Update Summary
  • Check for Updates Procedure Columns
  • Procedure Highlighting
  • Highlighting procedures
  • Procedure Guidance
  • Checking for updated document guidance or conclusions
  • Adding references to work program procedures
  • Locking customizations to work programs
  • Saving as PDF

Editing existing procedures

Procedures can be edited in the work program or checklist if user customization has not been locked. Procedure text can be modified and procedures can be sorted to suit your clients’ needs. Page breaks can also be added for printing purposes.

To edit existing procedures:

1. Place your cursor on the procedure or sub procedure to be modified.
2. Right-click and select Modifiable.
3. Type the required changes to the text. You can use the CaseView Style Bar to bold, italicize or underline any text added.